It would be very helpful to be able to create a prime invoice by owner code instead of cost code. Sometimes there are several items within one owner code and it would be very helpful to see them all grouped together when creating the prime invoice...
Job Cost Code shown in its intended hierarchical structure
Cost codes are built out in Intacct in a parent child relationship (division/major). However when you go to add to the Job you have to add one by one in order to recreate the hierarchy. Being able to resort/add in sequence would really make this p...
Matthew Carlisle
10 days ago
in Job Cost Codes
0
Needs review
For both Cost plus contract types types could another option be added for grouping Cost plus Prime Invoices by Owner Code After the planned Feb2025 update it would be the only summing/grouping type that wouldn't have both options. Merge table/fiel...
Only allow estimates with an "approved" status to be added to prime contract
This idea would ideally build upon idea "SAGECM-I-33". Currently, an estimate with any status, including draft, may be added to a prime contract. Ideally, an estimate would undergo a review/approval via a system-defined workflow. Per "SAGECM-I-33"...
Cost Budgets & Budget Revisions Sage CM to Intacct
It would be very useful to be able to revise a Budget in CM and have it directly shared with Intacct and be able to track revisions made throughout the project without having to do this as a change order. If we were to need to share a change order...
Instead of creating a change order to move money around within a budget. Can you create a budget modification much like procore to move the money easier within cost codes.
Provide an option to push Estimated hours to Intacct.
This would enable an option to run an estimated vs Actual hours from the data entered in SCM. If this data could land in the production unit column of the Intacct's estimate screen to provide the most reporting opportunities.
Restrict sending of POs, Subcontracts, Prime Invoices, SCOs, etc prior to approval
With workflow enabled, it is still possible to download and/or send POs, Subcontracts, SCOs, etc prior to approval. Ideally, the ability to download and send these documents would be restricted until approved.